Forms and Resources

We’ve provided a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, contact us today!

Required Forms (Retain for 3 Years)

Having said that, we believe that the value we bring to the table is not industry expertise — which you already possess in abundance — but rather an understanding of what investors like to see in a potential opportunity.

Important Deadlines

  • January 31st
    • Form 1099-Misc (Independent Contractor Earnings)
    • Form W-2 (Employee Earnings)
  • March 15th
    • Form 990 (Nonprofit)
    • Form 1065 (Partnership)
    • Form 1120S (S-Corporation)
  • April 15th
    • Form 1040 (Individual Income Taxes)
    • Form 1041 (Trust & Estate)
    • FinCEN Form 114 (Foreign Bank Account Reporting)
    • Form 1120C (C Corporation)
  • Personal Quarterly Estimates
    • April 15th
    • June 15th
    • September 15th
    • January 15th (of the next year)

Employer Best Practices

  • All employees must have a form W-4 on file.
  • Employers are required to have forms I-9 on hand for each of their employees.
    • Penalties for missing I-9 forms range up to $1,100 per employee.
    • Fines for employing undocumented workers reach up to $11,000 per employee.
  • In accordance with the Affordable Care Act, all employers need to provide a Notice of Coverage Options to all new hires, regardless of whether or not the employer offers health care.
    • Businesses with over 50 employees are required by law to offer health coverage to their employees.
    • Fines for noncompliance range up to $2000 per employee (not counting the first 30 employees).
  • LMR highly recommends that businesses provide job descriptions and employee handbooks to their employees to ensure that workplace expectations and policies are clear and well known.
    • Job descriptions should outline responsibilities, requirements, and qualifications related to specific positions.
    • Employee handbooks can outline company values, chain of command, compensation and time-off policies, benefits, and employee conduct expectations.

College Scholarships & Financial Aid

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